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Allcargo Global Logistics Ltd: 1 director sold
A director at Allcargo Global Logistics Ltd sold 20,000 shares at 125.016INR and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...
MOSL: ALLCARGO LOGISTICS (Buy)-P&E remains a drag
ALLCARGO LOGISTICS: P&E remains a drag (AGLL IN, Mkt Cap USD0.4b, CMP INR111, TP INR130, 17% Upside, Buy) GATI’s acquisition to provide synergies AGLL’s third-quarter result highlights the moderate performance of MTO and the weaker performance of CFS and Project and Engineering (P&E) businesses. The new logistics park business has started gaining traction. We maintain our FY20/21 estimates and Buy Moreover, the acquisition of GATI will provide AGLL an entry into distribution logistics. ...
MOSL: ALLCARGO LOGISTICS (Buy)-Acquires controlling stake in GATI
Allcargo Logistics: Acquires controlling stake in GATI (AGLL IN, Mkt Cap USD0.3b, CMP INR94, TP INR130, 38% Upside, Buy) Allcargo Logistics (AGLL) at its board meeting on 5th Dec’19 approved a share purchase agreement (SPA) and a share subscription agreement (SSA) with some of the existing members of the promoter and promoter group of Gati Limited (GATI) to acquire 19.5% stake in the latter. It also approved an open offer for acquiring 26% of the paid-up voting equity share capital (post pr...
MOSL: ALLCARGO LOGISTICS (Buy)-PAT miss led by higher tax rate
ALLCARGO LOGISTICS: PAT miss led by higher tax rate (AGLL IN, Mkt Cap USD0.3b, CMP INR97, TP INR130, 34% Upside, Buy) 1QFY20 revenues at INR18.15b (est. INR 18.3b; +12%YoY, 5% QoQ) were led by growth in the MTO and CFS business. EBITDA came in at INR1.4b (est. INR1.24b; +38% YoY, +31% QoQ). EBITDA margin was at 7.7% (v/s 6.3% in 1QFY19). PBT stood at INR805m (+35%YoY). The adoption of IND AS-116 has resulted in a decrease in PAT by INR8m. PAT came in at INR630m (est. INR709m; +19% YoY, -2...
MOSL: ALLCARGO LOGISTICS (Buy)-Beat led by higher-than-estimated profi...
Allcargo Logistics: Beat led by higher-than-estimated profitability in P&E segment (AGLL IN, Mkt Cap USD0.4b, CMP INR110, TP INR140, 27% Upside, Buy) 4QFY19 revenues increased 12% YoY to INR17.3b (our est. INR18.8b), led by 5% YoY growth in the MTO segment. EBITDA increased 44% YoY to INR1.07b, (our est. INR968m), led by improvement in EBIT from the P&E segment. PAT increased 4.3x YoY to INR793m (our est. INR501m). Margins decline for CFS and MTO; improve for P&E: (a) MTO revenues rose ...
MOSL: ALLCARGO LOGISTICS (Buy)-Margins stable YoY-P&E segment records ...
Allcargo Logistics: Margins stable YoY; P&E segment records positive EBIT (AGLL IN, Mkt Cap USD0.4b, CMP INR106, TP INR142, 34% Upside, Buy) Margins remain stable YoY: Overall revenue increased 22% YoY to INR18.03b v/s our estimate of INR16.6b, led by 22% YoY growth in the MTO segment and 25% growth in the CFS segment. EBITDA increased 20% YoY (-10% QoQ) to INR1.12b, lower than our estimate of INR1.25b. Margins stood at 6.2% (6.3% in 3QFY18). PAT increased 37% YoY to INR477m v/s our estim...
MOSL: ALLCARGO LOGISTICS (Buy)-Healthy growth in MTO segment; P&E loss...
Allcargo Logistics: Healthy growth in MTO segment; P&E losses narrow (AGLL IN, Mkt Cap USD0.4b, CMP INR116, TP INR146, 26% Upside, Buy) P&E segment losses reduce sequentially: 1QFY19 revenue increased 10% YoY to INR16.3b (est. of INR16.6b), led by 13% YoY growth in MTO revenue. EBITDA stood at INR1.02b (-1% YoY, +38% QoQ), higher than our estimate of INR914m on account of a lower-than-estimated loss from the P&E segment. PAT declined 68% YoY (-67% QoQ) due to lower other income of INR51m....
MOSL: ALLCARGO LOGISTICS (Buy)-Profits impacted by higher provisioning...
Allcargo Logistics: Profits impacted by higher provisioning in P&E segment (AGLL IN, Mkt Cap USD0.4b, CMP INR120, TP INR163, 36% Upside, Buy) Margins impacted by higher provisioning: 4QFY18 revenue rose 13% YoY to INR15.4b (est. of INR19.8b), led by 18% YoY growth in MTO revenue. EBITDA stood at INR739m (-30% YoY, -21% QoQ), lower than our estimate of INR994m, due to higher provisions in the P&E segment. Adj. PAT fell 68% YoY (-47% QoQ) to INR185m (est. of INR444m), as the tax rate was hi...
MOSL: ALLCARGO LOGISTICS (Buy)-EBITDA miss driven by higher losses in ...
Allcargo Logistics: EBITDA miss driven by higher losses in P&E segment (AGLL IN, Mkt Cap USD0.7b, CMP INR187, TP INR223, 19% Upside, Buy) EBITDA miss due to higher provisioning in P&E segment: 3QFY18 revenue increased 5% YoY to INR14.8b (est. of INR16.8b), led by 7% YoY growth in MTO volumes. EBITDA declined 6% YoY (-11% QoQ) to INR933m, led by an EBIT loss from the P&E segment. PAT declined 29% YoY to INR348m (est. of INR684m) due to a higher tax rate of 38.7% v/s 31% in 3QFY17. MTO sho...
MOSL: ALLCARGO LOGISTICS (Buy)-Strong performance from MTO-Higher prov...
​Allcargo Logistics: Strong performance from MTO; Higher provision impacts P&E segment(AGLL IN, Mkt Cap USD0.6b, CMP INR167, TP INR215, 29% Upside, Buy)EBITDA miss due to higher provisioning in P&E segment: 2QFY18 revenue increased 10% YoY to INR15.47b (est. of INR16b), led by 15% YoY growth in MTO revenues. EBITDA declined 17% YoY (+2% QoQ) to INR1.05b, driven by EBIT loss in the P&E segment due to higher provisioning for doubtful debt. PAT decline was restricted to 2% YoY at INR638m due to a...
MOSL: ALLCARGO (BUY)-Contract logistics, land monetization to add valu...
​Allcargo: Contract logistics, land monetization to add value; Management initiatives to improve return ratios(AGLL IN, Mkt Cap USD0.6b, INR170, TP INR213, 25% Upside, Buy)We expect AGLL to create value in the medium term from strong growth in contract logistics through its subsidiary, ACCI. Monetization of land parcels by roping in strategic partners would add further value to the company. The MTO segment should continue to see growth in profits, led by strong revenue growth due to rising pro...
MOSL: ALLCARGO LOGISTICS (Buy)-MTO performance improving steadily-High...
​Allcargo Logistics: MTO performance improving steadily; Higher provision impacts P&E(AGLL IN, Mkt Cap USD0.6b, CMP INR161, TP INR212, 32% Upside, Buy)PAT beat led by higher other income, lower tax: 1QFY18 revenue increased 6% YoY to INR14.83b (higher than estimate) due to higher revenue from MTO segment. EBITDA declined 23% YoY (-2% QoQ) to INR1.03b (10% miss) due to lower-than-estimated EBIT from P&E segment on higher provision. Adj. PAT came in at INR630m (est. of INR643m; +1% YoY, +6% QoQ)...
MOSL: ALLCARGO LOGISTICS (Buy)-Margin improvement led by firm containe...
​ALLCARGO LOGISTICS: Margin improvement led by firm container shipping freight rates(AGLL IN, Mkt Cap USD0.7b, CMP INR176, TP INR228, 30% Upside, Buy)PAT beat led by higher other income, lower tax: 4QFY17 revenue fell 2% YoY to INR13.6b (largely in-line) due to lower revenue from P&E segment. EBITDA stood at INR1.1b (in-line; -8% YoY, +8% QoQ), with QoQ margin improvement in MTO segment led by a sharp rise in global container freight rates. Adj. PAT came in at INR625m (est. of INR466m; -2% YoY...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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